CFA

Cahill Financial Advisors Portfolio holdings

AUM $806M
1-Year Est. Return 12.74%
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$2.1M
3
+$1.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.66M

Top Sells

1
+$2.23M
2
+$1.64M
3
+$497K
4
DD icon
DuPont de Nemours
DD
+$486K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$431K

Sector Composition

1 Industrials 4.56%
2 Technology 3.97%
3 Financials 3.86%
4 Healthcare 1.65%
5 Utilities 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$832K 0.35%
9,712
-274
77
$820K 0.34%
12,454
+1,600
78
$819K 0.34%
48,140
-1,930
79
$815K 0.34%
9,370
-96
80
$810K 0.34%
64,022
+442
81
$797K 0.33%
2,653
-48
82
$757K 0.32%
11,666
83
$726K 0.3%
20,140
-614
84
$693K 0.29%
26,616
-1,461
85
$666K 0.28%
4,794
-199
86
$663K 0.28%
13,960
-294
87
$644K 0.27%
27,184
+115
88
$619K 0.26%
15,471
-749
89
$615K 0.26%
10,936
-381
90
$577K 0.24%
22,695
+299
91
$541K 0.23%
10,421
-600
92
$541K 0.23%
2,848
+2
93
$540K 0.22%
63,148
-2,500
94
$539K 0.22%
16,594
+2,791
95
$528K 0.22%
10,926
+66
96
$515K 0.21%
7,328
-350
97
$507K 0.21%
3,197
-150
98
$503K 0.21%
17,470
+49
99
$481K 0.2%
6,265
100
$476K 0.2%
26,022
+895
2 3
4
5 6